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Alec M

Series 65

Boca Raton, FL

One Wealth Investors

Alec Musa is a financial advisor with One Wealth Investors and holds a Series 65 credential. He has been with One Wealth Investors since 2025 and has experience operating insurance-related businesses since 2022. Outside of advisory work, he is involved in managing his own insurance brokerage and a residential real estate business. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to private investment opportunities and customized portfolios for wealthier clients.

Private / alternative investments Real estate investing Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
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Vishail S

Series 65

Boca Raton, FL

One Wealth Investors

Vishail Singh is a financial advisor at One Wealth Investors with eight years of industry experience and a Series 65 credential. He previously worked for nine years at Omnia Family Wealth, LLC before joining his current firm in 2025. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach incorporating fundamental analysis and risk budgeting, and offers access to private investment opportunities and customized portfolios for wealthier clients.

Private / alternative investments Real estate investing Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
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Ericka H

Series 65

Boca Raton, FL

One Wealth Investors

Ericka Herrera is a financial advisor at One Wealth Investors with seven years of industry experience. She holds a Series 65 designation and has worked at firms including Singer Wealth Advisors LLC and MML Investors Services, LLC. One Wealth Investors provides investment advisory and financial planning services to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to private investment opportunities and customized portfolios through third-party relationships.

Private / alternative investments Real estate investing Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
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Jordan L

Series 63, Series 65

Boca Raton, FL

One Wealth Investors

Jordan Linn is a financial advisor at One Wealth Investors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Argentus Advisors and several One Wealth entities. Linn is also a licensed insurance broker involved in insurance brokerage activities. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to customized private equity and hedge fund portfolios for wealthier clients.

Private / alternative investments Real estate investing Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
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